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Dimensional International Value ETF
DFIV

Overview Fund Activity

389 hedge funds and large institutions have $3.63B invested in Dimensional International Value ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 179 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+19
Holders Change %
+5.14%
% of All Funds
6.23%
Holding in Top 10
70
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.06%
% of All Funds
1.12%
New
45
Increased
179
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$60.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$175M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$187M
4
Jane Street
Jane Street
New York
$37.1M
5
Northern Trust
Northern Trust
Illinois
$212M

Top Sellers

1
EWA
EP Wealth Advisors
California
$228K
2
Creative Planning
Creative Planning
Kansas
$89.6M
3
TWP
TFO Wealth Partners
Ohio
$1.65M
4
PFO
Pathstone Family Office
New Jersey
$10.7M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
201
Applied Capital
Arkansas
$1.2M -$20.4K -634 -2%
GAM
202
Gemmer Asset Management
California
$1.19M +$144K +4,461 +14%
MCM
203
MAI Capital Management
Ohio
$1.16M – – –
AWP
204
Abacus Wealth Partners
California
$1.16M -$77K -2,315 -6%
ACA
205
Atlas Capital Advisors
Wyoming
$1.15M +$224K +6,964 +24%
CAC
206
Certified Advisory Corp
Florida
$1.13M +$18.7K +581 +2%
EIG
207
Ellenbecker Investment Group
Wisconsin
$1.08M +$3.77K +117 +0.4%
SPI
208
Sutton Place Investors
New York
$1.06M +$28.1K +873 +3%
BCG
209
Breakwater Capital Group
New Jersey
$1.04M +$60.2K +1,867 +6%
FWTB
210
First Western Trust Bank
Colorado
$1.02M – – –
FTS
211
Fifth Third Securities
Ohio
$986K +$986K +30,579 New
AA
212
Addison Advisors
Vermont
$955K +$108K +3,365 +13%
BCM
213
Brainard Capital Management
Texas
$953K +$4.29K +133 +0.5%
SPIA
214
Steward Partners Investment Advisory
New York
$946K +$361K +11,205 +62%
KPWS
215
Kestra Private Wealth Services
Texas
$940K +$940K +29,166 New
LFS
216
Lutz Financial Services
Nebraska
$927K -$6K -186 -0.6%
CFO
217
Collective Family Office
Pennsylvania
$925K +$609K +18,905 +193%
LWM
218
LJI Wealth Management
Indiana
$905K +$176K +5,476 +24%
2L
219
25 LLC
Missouri
$905K +$905K +27,168 New
FOA
220
Five Oceans Advisors
California
$838K +$9.93K +308 +1%
SWA
221
Strata Wealth Advisors
Texas
$824K -$11.1K -344 -1%
VFA
222
Valeo Financial Advisors
Indiana
$817K -$48.5K -1,504 -6%
MWA
223
Mills Wealth Advisors
Texas
$817K +$3.71K +115 +0.5%
Baird Financial Group
224
Baird Financial Group
Wisconsin
$812K – – –
BCM
225
Basso Capital Management
Connecticut
$809K -$111K -3,432 -12%
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